The integration of Outlook’s OneNote with Outlook gives you many great collaboration features, one of which is the ability to view and track your OneNote to-do list tasks within Outlook. This gives you the best of both worlds. You can set up individual to-do lists for all your projects within OneNote. Then, you can use the reminder and task progress features to stay on top of the tasks within Outlook. Below are the step-by-step instructions for integrating OneNote to-do list with Outlook tasks.
Creating OneNote To-Do List
- Navigate to the OneNote page where you will be creating your to-do list.
- Make sure your cursor is within the body of the page.
- Click the Home Tab.
- Click To-Do Tag from the Tag group.
- Type your task and press Enter.
- Continue typing your tasks. Use the tab key to indent notes for additional organization.
Create Outlook Tasks from OneNote Items
- Highlight the words from the OneNote To-Do List item to be your task.
- From the menu that appears, click the down arrow next to the Outlook Tasks button.
- Choose the appropriate reminder for your tasks.
- The task is flagged in OneNote.
- The task has been added to your To-Do List in Outlook. NOTE: If you will be adding various to-do lists with similar tasks, make sure you include enough details in your task items to differentiate them within Outlook.
Marking Tasks as Complete
- From OneNote, click on the flag Next to the task that has been completed.
- The task is also marked complete in Outlook.
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